Relationship Manager Equity Dealing & Retail Sales

Relationship Manager – Equity Dealing & Retail Sales

Experience:1+ Year

We're looking for client-focused, sales-driven professionals for two roles in Equity Dealing & Retail Sales.

RM – Equity Dealing

• Drive trading activity and revenue by executing trades, sharing market insights, and managing client relationships.
• Execute buy/sell orders on NSE/BSE terminals
• Monitor client exposure, margins & trading limits
• Drive trading volumes, activation and revenue
• Offer market updates and suitable investment guidance
• Acquire clients and grow active trader base
• Cross-sell MF, PMS, Insurance, Bonds, Corporate FDs & NCDs

NISM Series VIII – Equity Derivatives certification mandatory.

RM – Retail Sales

• Drive client acquisition and revenue through Demat accounts and financial-product sales.
• Build and maintain long-term client relationships
• Acquire new clients and expand the client base
• Assist with Demat account opening & transactions
• Promote Mutual Funds, SIPs, Insurance & more
• Recommend solutions based on client goals & risk profile
• Drive cross-selling and achieve sales targets

Requirements (Both Roles)

• Graduate from a recognized university
• 1+ yr experience in Broking, Wealth Management, or Capital Markets
• Strong understanding of equity markets & financial products
• Knowledge of Demat, MF, SIPs & Insurance
• Strong communication & client-handling skills
• Sales-driven, target-oriented mindset
• Basic MS Office & trading platform knowledge